Case study : Sustained Growth and Transformation

Duration: The Saltonstall Consulting team acted as Campaign Counsel for an education-focused client over a five-year period.
Initial Assessment: Recommended significant investments in Advancement infrastructure to prepare for the client’s first comprehensive capital campaign.
Objectives: Expand the base of major gifts prospects and create fiscal sustainability by growing the endowment.

Adaptation to Circumstances: Shifted to virtual fundraising tools and strategies during the pandemic.
Program Expansion: Doubled the size and sophistication of the Advancement program over five years.
Strategic Focus: Emphasized transitioning to a more “relational” approach in the Advancement program to better identify, qualify, and engage prospective donors.
Campaign Strategy: The Campaign Planning Study recommended a $50 million “working goal” for the nucleus fund phase of the campaign.

Progress: Achieved steady advancement towards fundraising goals.
Milestone: Secured their first eight-figure donation and met the working goal.
Future Planning: By the end of the partnership the client was evaluating a higher fundraising target and considering the timing for launching a public phase of the campaign.